Whether you are an Australian not-for-profit entity, a charity, foundation, trust, entitlement fund, a High Net Worth individual or a Sophisticated Investor, we empower you to achieve your financial aspirations with confidence.
Partnervest Institutional is a dedicated solution for those looking to secure and enhance their investment portfolio, and is ideal for you if you are:
✔ An Australian not-for-profit entity, including a charity, foundation, trust and entitlement fund, High Net Worth individuals, or a SMSFs who qualifies as a Sophisticated Investor
✔ Seeking a professional and secure was to grow your assets
✔ Wanting to align with some of the world’s leading investment managers
✔ Looking to choose from a range of investment options
✔ Want to access expert guidance, regular face to face meetings, and access to tools in governance, risk profiling, liquidity management, and managing multiple accounts
What to expect from Partnervest Institutional
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Australian-Owned and Managed: with a focus on the unique needs of Australian investors. |
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Expert Investment Management: leveraging the expertise and global reach of Franklin Templeton, one of the world’s leading investment managers. Ensuring your investments are handled by experienced professionals with a deep understanding of global markets. |
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Diversified Investment Options: access to a broad range of investment options, including the Franklin Multi Asset Funds. These funds offer a diversified approach, investing across multiple asset classes to optimize returns while managing risk. |
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Tailored Solutions: investment solutions tailored to meet the diverse financial goals of institutional clients. Whether you are looking for growth, income or a balanced approach, there are options available to suit your needs and risk profile. |
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User-Friendly Platform: The online Investor Portal is easy to use, giving you control over managing your investments. You can choose to handle everything yourself or seek the assistance of a Financial Adviser. |
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Professional Guidance: we are dedicated to fostering a long-term relationship with your union, providing helpful information and professional guidance throughout the investment journey. This support helps you make informed decisions and achieve your financial aspirations with confidence. |
How to get started
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Register for access to the investor portal |
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Select the right investments for your goals |
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Open your account quickly and easily |
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Monitor your investment performance |
Once registered, you will also be able to access the Information Memorandum and other key documents, via the Investor Portal and app.
Get Started (Coming Soon)